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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $13,449 |
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,716 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $192,069-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 13.2%-13.2pp | 4.3%-4.3pp |
| Annual return | 0.36% | 2.81%-2.4pp | -0.79%+1.1pp | 2.81%-2.4pp |
| Employer contribution / active EE | $656 | $16,358-96.0% | $28,419-97.7% | $16,358-96.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $37-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $6,324-100.0% | $1,639-100.0% |